Northwestern Mutual Wealth Management’s Franklin Universal Trust FT Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4K	Hold	500	–	–	﹤0.01%	3382
2025 Q4	$4K	Hold	500	–	–	﹤0.01%	3287
2025 Q3	$4.02K	Hold	500	–	–	﹤0.01%	3213
2025 Q2	$3.81K	Hold	500	–	–	﹤0.01%	3089
2025 Q1	$3.77K	Hold	500	–	–	﹤0.01%	3013
2024 Q4	$3.65K	Hold	500	–	–	﹤0.01%	3033
2024 Q3	$3.78K	Hold	500	–	–	﹤0.01%	2977
2024 Q2	$3.4K	Hold	500	–	–	﹤0.01%	2979
2024 Q1	$3.32K	Sell	500 -8,674	-95%	-$56.6K	﹤0.01%	2958
2023 Q4	$61K	Buy	9,174 +8,674	+1,735%	+$55.6K	﹤0.01%	1973
2023 Q3	$3.17K	Hold	500	–	–	﹤0.01%	2864
2023 Q2	$3.37K	Hold	500	–	–	﹤0.01%	2883
2023 Q1	$3.56K	Buy	+500	New	+$3.52K	﹤0.01%	2839
2021 Q2	–	Sell	-1,456	Closed	-$11K	–	3063
2021 Q1	$11K	Buy	+1,456	New	+$10.9K	﹤0.01%	2255
2020 Q1	–	Sell	-1,010	Closed	-$8K	–	2620
2019 Q4	$8K	Buy	+1,010	New	+$7.72K	﹤0.01%	1971
2018 Q3	–	Sell	-474	Closed	-$3K	–	2512
2018 Q2	$3K	Buy	+474	New	+$3.17K	﹤0.01%	2092
2015 Q4	–	Sell	-60	Closed	–	–	1686
2015 Q3	$0	Buy	+60	New	+$375	﹤0.01%	1726

Other funds holding FT

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management's FT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its Franklin Universal Trust (FT) position steady in Q1 2026 at 500 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3382.

Northwestern Mutual Wealth Management first reported a position in FT in Q3 2015 and has held it in 17 quarters since. The position peaked at $61K in Q4 2023. 53 funds tracked by Wall St. Rank hold FT as of Q1 2026.

Northwestern Mutual Wealth Management held 500 shares of Franklin Universal Trust worth $4K as of Q1 2026.
Northwestern Mutual Wealth Management left its Franklin Universal Trust share count unchanged in Q1 2026.
Franklin Universal Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3382 holding.
Northwestern Mutual Wealth Management first reported a position in Franklin Universal Trust in Q3 2015 and has held it in 17 quarters since.
Northwestern Mutual Wealth Management's Franklin Universal Trust position peaked at $61K in Q4 2023.
53 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.